Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,598 | $83,337-33.3% | $67,834-18.0% | $273,972-79.7% |
| Participation rate | 41.7% | 76.4%-34.8pp | 68.8%-27.1pp | 83.0%-41.3pp |
| Annual return | 7.11% | 259.45%-252.3pp | 138.47%-131.4pp | 41.46%-34.3pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,240 | $4,088-20.7% | $3,160+2.5% | $5,287-38.7% |
| Admin fee / account holder | $17,202 | $6,752+154.8% | $4,622+272.1% | $10,133+69.8% |